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Viewpoints

Commentary, Announcements & Thought Leadership

Viewpoints - Page 2

Stacking the Odds

Insights from the CIO Stephen M. Goddard, CFA Founder, Chairman, and Chief Investment Officer Investment…

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FY International Equity – 2024 vs MSCI EAFE

Market Observations & Portfolio Commentary International Equity – 2024 vs MSCI EAFE Full Year Market…

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FY Mid Cap – 2024 vs. RMC

Market Observations & Portfolio Commentary Mid Cap – 2024 vs. RMC Full Year Market Update …

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FY Income Equity – 2024 vs R1000V

Market Observations & Portfolio Commentary Income Equity – 2024 vs R1000V Full Year Market Update …

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FY Income Equity – 2024 vs R1000

Market Observations & Portfolio Commentary Income Equity – 2024 vs R1000 Full Year Market Update …

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FY Large Cap – 2024 vs. R1000

Market Observations & Portfolio Commentary Large Cap – 2024 vs. R1000 Full Year Market Update…

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FY Large Cap – 2024 vs. R1000V

Market Observations & Portfolio Commentary Large Cap – 2024 vs. R1000V Full Year Market Update…

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2024 Q4 Quarterly Letter

To clients and friends of The London Company Restless Animal Spirits Executive Summary The animal…

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2024 Q3 Quarterly Letter

To clients and friends of The London Company Flipping the Script: Value & Yield Revival…

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Important Disclosures

Performance is preliminary and subject to change. Past performance is no guarantee of future results. This report is for informational purposes only. The statements contained herein are solely based upon the opinions of The London Company and the data available at the time of publication of this report, and there is no assurance that any predicted results will actually occur. Information was obtained from third-party sources which we believe to be reliable but are not guaranteed as to their accuracy or completeness. This report contains no recommendations to buy or sell any specific securities and should not be considered investment advice of any kind. An investment in a London Company strategy is subject to risks, including loss of principal. Referenced strategies may not be suitable for all investors. The appropriateness of a certain strategy will depend on individual circumstances and objectives. In making an investment decision, individuals should utilize other information sources and the advice of their investment advisor. All data references are as of September 30, 2024 unless noted otherwise.

The London Company of Virginia is a registered investment advisor. More information about the advisor, including its investment strategies, fees and objectives, are fully described in the firm’s Form ADV Part 2, which is available by calling 804.775.0317, or can be found by visiting www.tlcadvisory.com.

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